Invest With Discipline
When an asset class like equity goes through a prolonged time correction and fails to deliver returns, what should an…
A Market at Crossroads
Rising bond yields in several markets across the world, a sharp fall after hitting an all-time high in South Korean…
Can things change quickly?
In recent months since the start of the Iran war, bottom-up stock investing has completely outplayed the top-down approach. By…
Earn The Right To Win
Value investing works very well when we find companies trading at a significant discount to their intrinsic or fair value.…
When Markets Rise, Invest Patiently
If you’re underinvested in equity, this market rally must be giving you serious bouts of anxiety. If you sat out…
Timing Isn’t Luck – It’s Conviction
You never know what lies ahead in equity investing. Yet, you need to show confidence in the asset class when…
Are You Buying Or Watching
The turbulence of March would have shaken even the strongest conviction. Clearly, these were the hardest times an investor faced…
Creating Value From Here
When markets correct, investors waiting on the sidelines begin looking for opportunities. The reflex reaction is to buy stocks and…
The Return of Drawdowns
Making sense of a drawdown is something investors are being forced to do after a very long time. After the…
Racy Times For Investing
A two week long war has turned the macros of several countries upside down. By blocking a critical shipping route,…
Opportunity In A Correction
Investors who were willing to buy every dip for months together seem to have lost the will to buy last…
When Wars Become Routine!
Another war in the Middle East was not in our expectations. We simply thought things may not come to such…
Categories
- Vinay Chatrani
- The Wealthy Millennial
- Shyam Sekhar
- Senthil Manikandan
- Sanjay Kumar
- Samyuktha Vibhu
- Rham Saravanan
- Podcasts
- NRI Special
- Note from the desk of the founder
- Monetary Policy: RBI monetary policy posts
- Market Wrap
- Kairos
- ithoughtpms
- ithoughtplan
- ithoughtadvisory
- ithought in the News
- ithought
- Insurance
- Harshil Nichani
- Fundamentals Of Investing
- Fixed Income Markets
- Finesse
- Estate Planning
- Essence of Planning
- Economics made simple
- Contrarian Investing
- Blogs
- Aswin Kumar
- Aishwarya Mahesh
- ACE